Financial Planning Associate

• Sep 2023 - Present

Financial Representative

• Jun 2023 - Aug 2023

Student Director & Equity Research Analyst

• Mar 2022 - May 2023

The Bulldog Fund LLC is an active portfolio management program, in which students participate in the responsibilities of managing a portfolio through Macroeconomic research, S&P 500 sector specific research and individual equity research to derive investment decisions best suited for the portfolio strategy. As an Equity Research Analyst at the Bulldog Fund LLC, research was conducted primarily through the Information Technology sector of the S&P 500, where collaboration within the "Tech Sector" team was crucial to come up with investment decisions such as trade recommendations, "Beta Idea" presentations to add/drop names within the portfolio, & weekly update presentations for the names within the Information Technology sector, which include AAPL, ADBE, FTNT, LRCX, MSFT, NVDA, PAYC, & V. Company Earnings Reports and Updates were also constructed on a quarterly basis for each of the names within the Tech Sector. All of which supported the overall strategy of the portfolio, which is to outperform the S&P 500. Skills in Microsoft Office applications were developed as financial analysis through Excel, presentations in Powerpoint, and writing clear investment theses in Word were critical for the processes within the Fund. Utilization of FactSet was also necessary in order to assist with Fundamental Analysis of the companies within the Information Technology Sector. As a Student Director at the Bulldog Fund LLC, administrative tasks were performed to help assist the program director in daily operations. Additionally, leadership & management of other student equity research analysts was performed in order to assist with the activities necessary for a successful portfolio management process. While at the Bulldog Fund LLC, Net Asset Value of the Bulldog Fund grew above $3M while under management. Show less

CFA Research Challenge Participant

• Oct 2022 - Apr 2023

The CFA Research Challenge is a global competition in which thousands of young financial professionals compete through an investment thesis presentation that is followed up with a Q&A from well-established and credentialed judges. As a participant in the 2023 Research Challenge execution of the following was conducted on the subject company General Mills (GIS): - Financial Analysis of the subject company's historical financial statements to make future projections of company growth - Analyzed competitors through a Peer Analysis to derive a one-year price target using a P/E multiples valuation for the subject company - Quality of Earnings check to deem the prudence of the company's earnings - Constructed and formally wrote thesis on the company recommendation supported by due diligence and economic indicators in a 20-page research report - Crafted powerpoint illustrating thesis in story format and effectively communicated recommendation to CFA judges - Fielded questions from judges to further communicate understanding of the subject company - Collectively collaborated with 3 other individuals to win the Local Round competition in which six teams competed Show less

Lead Coach

• May 2020 - Aug 2021

I worked as a coach for kids in grades K-5th grade. I structured day to day sports activities, coached hundreds of young kids throughout the past two summers, communicated with parents daily, and maintained a safe and fun environment. AKA helped develop my personal communication skills, strengthened my leadership quality, and increased my level of patience. I worked as a coach for kids in grades K-5th grade. I structured day to day sports activities, coached hundreds of young kids throughout the past two summers, communicated with parents daily, and maintained a safe and fun environment. AKA helped develop my personal communication skills, strengthened my leadership quality, and increased my level of patience.